Peer-to-Peer: Applied Epic: Identify Gaps in Your Clients Coverages and Turn It into an Opportunity

This session discusses how to create reports to identify residential home owners and automobile gaps in policy coverage. Identify how to run a report to uncover coverage limits below agency standards as well as birth dates in personal auto. -Learn how to run the Residential Homeowners and Personal Auto Reports -Discover how to uncover potential lines of business -Identify ways to uncover E&O